Training Overview

Microsoft Word enables you to create documents easily, quickly, and professionally. With the use of pre-designed templates, styles, graphics and quick parts allows users to design and edit documents with ease and efficiently.

The Working with Microsoft Word – Level 2 workshops is designed for individuals who can create basic Word documents and who now wish to learn how to enhance the appearance and functionality of their work in order to save time and create professional-looking documents.

This Priority Learning and Development workshop will give the trainee the skills and confidence they need to find success with Microsoft Word.


  • 1 full day or
  • Two 3-hour sessions


On completion of this training, you should be able to:

  • Create custom templates
  • Secure your documents
  • Work with tables, charts, and formulas in Word
  • Insert and edit SmartArt, WordArt, screenshots and pictures
  • Control text flow in longer documents using page and section breaks
  • Perform Mail Merges

Intended Audience

This course is for individuals who attended or familiar with the topics covered in Word Level 1 and wish to learn additional features that will assist them in creating professional document.

Session Information

  • 1-day instructor-led sessions or
  • Two 3-hour web-based online classroom sessions
  • Optional follow up Coaching Session to reinforce learning
  • Customized options for shorter in-house training are also available

Level 2 Units

Section 1: Adding Tables

  • Insert a Table
  • Modify a Table
  • Format a Table
  • Convert Text to a Table

Section 2: Working with Tables and Charts

  • Sort Table Data
  • Control Cell Layout
  • Perform Calculations in a Table
  • Create a Chart

Section 3: Securing a Document

  • Suppress Information
  • Set Editing Restrictions
  • Add a Digital Signature to a Document
  • Restrict Document Access

Section 4: Creating Custom Graphic Elements

  • Create Text Boxes and Pull Quotes
  • Draw Shapes
  • Add WordArt and Other Text Effects
  • Create Complex Illustrations with SmartArt

Section 5: Controlling Text Flow

  • Control Paragraph Flow
  • Insert Section Breaks
  • Insert Columns
  • Link Text Boxes to Control Text Flow

Section 6: Controlling Page Appearance

  • Apply a Page Border and Color
  • Add a Watermark
  • Add Headers and Footers
  • Control Page Layout

Section 7: Using Templates

  • Create a Document Using a Template
  • Create a Template

Section 8: Using Mail Merge

  • The Mail Merge Features
  • Merge Envelopes and Labels
  • Create a Data Source Using Word

Additional Materials

  • Enrollment in our Monthly LearningLink Newsletter
  • Lifetime Support
  • A Free Follow-up 30-minute Coaching Session

Follow-up Coaching

There is a key difference between learning and knowing. Learning is the process of being taught the material while knowing is about internalizing and retaining it. If at any point after a session you feel the need for more support in knowing the lessons taught to you, a free 30-minute coaching session is available to you on request.